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Upcoming Webinar:
Webinar:
Inside the Criminal's Playbook: How Criminals Target You
And What You Can Do About It
September 3, 2026
About the event
Real Scams. Real Stories. Real Solutions
Cybercriminals are smarter than ever. They use AI, impersonation, email hijacking, romance scams, and social engineering to steal money and identities.
Jeff Lanza takes you inside the criminal’s playbook to show how today’s scams really work and what you can do to stop them.
This program is designed for all members of your family – from the kids getting access to cell phones and social media – to grandparents who are regularly targeted by these fraudsters.
Attendees will leave with three rules that stop most scams:
- Slow Down
- Use Logic, Not Emotion
- Verify Before You Trust
PLUS:
Attendees will receive a copy of Jeff’s Guide to identifying and preventing these scams.
Meet the Speakers
Andrew Leithe, CFP®
CEO & Investment Committee Chair
- 15+ years guiding successful business owners, physicians, and executives
- Oversees $450M+ in client assets (as of 1/1/2026)
- Leads Strategic Financial’s Investment Committee
- Specialist in Business Consulting, Tax Strategy, and Generational Wealth Planning
Andrew brings a practical, client-first approach to business planning, combining deep tax knowledge with real-world insight into how to grow and protect value across every stage of ownership.
His career started in private equity, asset management, quantitative analysis and marketing with Frontpoint Partners (as seen in “The Big Short”), JP Morgan, Apollo Global Management, and Siguler Guff & Company. Today he applies that expertise, along with a unique and rigorous financial planning process, in his work as the private wealth strategist for our individual and business clients.
His approach ensures that all areas of our clients’ business and personal finances stay well connected and aligned.
Andrew Leithe, CFP® – Strategic Financial
CEO & Investment Committee Chair
- 15+ years guiding successful business owners, physicians, and executives
- Oversees $450M+ in client assets (as of 1/1/2026)
- Leads Strategic Financial’s Investment Committee
- Specialist in Business Consulting, Tax Strategy, and Generational Wealth Planning
Andrew brings a practical, client-first approach to business planning, combining deep tax knowledge with real-world insight into how to grow and protect value across every stage of ownership.
His career started in private equity, asset management, quantitative analysis and marketing with Frontpoint Partners (as seen in “The Big Short”), JP Morgan, Apollo Global Management, and Siguler Guff & Company. Today he applies that expertise, along with a unique and rigorous financial planning process, in his work as the private wealth strategist for our individual and business clients.
His approach ensures that all areas of our clients’ business and personal finances stay well connected and aligned.
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Jeff Lanza – Retired FBI Special Agent
Retired FBI Special Agent
- Retired FBI Special Agent
- 20+ years investigating fraud, cybercrime and organized crime
- Hundreds of presentations to organization and individuals across the country
- Share practical advice delivered with humor and real stories.
- Jeff’s presentations are highly engaging, practical and entertaining
Osaic Wealth Form CRS
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Strategic Financial Advisors Corporation, a registered investment advisor. Strategic Financial Advisors Corporation and Strategic Financial Services Corporation are not affiliated with Osaic Wealth, Inc.
This communication is strictly intended for individuals residing in states where the contracted representative is licensed. No offers may be made or accepted from any resident outside the specific state(s) the representative is registered. Current registered states: AZ, CA, CO, CT, DE, FL, GA, KY, MD, NJ, NM, NY, NC, PA, SC, TN, TX, VA. Please contact us to determine the states in which each representative is registered.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Osaic Wealth, Inc. does not provide tax or legal advice.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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